DFX Intelligence
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Team lift-out
4 advisors left R•••••• J•••• F•••••••• S••••••• A•••••••• I•• for C••••• P••••••• P•••••••
BD affiliatedtoindependent RIAAffiliated broker-dealer or bank to independent RIAderived from registration dates
Members
| Advisor | Branch | Left | Registered |
|---|---|---|---|
| Catherine Savara Mcdaniel | Houston, Tx | Dec 22, 2025 | Dec 22, 2025 |
| Jeffrey Daniel Stahl | Cypress, Tx | Dec 22, 2025 | Jan 5, 2026 |
| John Bradley Wilson | Houston, Tx | Dec 22, 2025 | Jan 7, 2026 |
| Ronald Kudlacek | Cypress, Tx | Dec 23, 2025 | Dec 23, 2025 |
The rule
- Registrations ended
- Dec 22, 2025 to Dec 23, 2025
- Registered next
- Dec 22, 2025 to Jan 7, 2026
- Branch state
- TX
- Cities
- 2, most in Houston, Tx
- Registered there that day
- 6,187 (people still on IAPD; an estimate)
- Share of that headcount
- 0.1%
- Succession by the destination
- none on the tape